Length: 2 days After completing this course, participants will be able to:
Day One: Lesson 1: Getting Started Starting QuickBooks Identifying Components of the QuickBooks Operating Environment Opening QuickBooks Centers Opening Other QuickBooks Windows Using QuickBooks Search Identifying Common Business Terms Setting Up QuickBooks in Multi-User Mode Exiting QuickBooks
Lesson 2: Setting Up a Company Creating a QuickBooks Company Using the Chart of Accounts Entering Account Opening Balances
Lesson 3: Working with Lists Creating Company Lists Working with the Customers & Jobs List Working with the Employees List Working with the Vendors List Adding Custom Fields Managing Lists
Lesson 4: Setting Up Inventory Entering Products into Inventory Ordering Products Receiving Inventory Paying for Inventory Manually Adjusting Inventory
Lesson 5: Selling Your Product Creating Product Invoices Applying Credit to Invoices E-mailing Invoices Making Cash Sales
Lesson 6: Invoicing for Services Setting Up a Service Item Changing the Invoice Format Creating a Service Invoice Creating Batch Invoices Entering Statement Charges Creating Billing Statements
Lesson 7: Processing Payments Displaying the Open Invoices Report Using the Collections Center Receiving Payments for Invoices Making Deposits Printing Statements
Lesson 8: Working with Bank Accounts Writing a QuickBooks Check Voiding a QuickBooks Check Using Bank Account Registers Entering a Handwritten Check Transferring Funds Between Accounts Reconciling Checking Accounts
Lesson 9: Entering and Paying Bills Handling Expenses Using QuickBooks for Accounts Payable Entering Bills Paying Bills
Day 2: Lesson 1: Memorizing Transactions Entering a New Memorized Transaction Editing a Memorized Transaction Deleting a Memorized Transaction Grouping Memorized Transactions Using a Memorized Transaction Printing the Memorized Transaction List
Lesson 2: Customizing Forms Creating a Custom Template Modifying a Template Printing Forms
Lesson 3: Using Other QuickBooks Accounts Other QuickBooks Account Types Working with Credit Card Transactions Working with Fixed Assets Working with Long-Term Liability Accounts Using the Loan Manager
Lesson 4: Creating Reports Creating QuickReports Modifying QuickReports Memorizing QuickReports Running Preset Reports Modifying Preset Reports Exporting Reports to Microsoft Excel Printing Reports
Lesson 5: Creating Graphs Creating QuickInsight Graphs Using QuickZoom with Graphs Working with the Sales Graph Customizing Graphs Printing Graphs
Lesson 6: Tracking and Paying Sales Tax Using Sales Tax in QuickBooks Setting Up Tax Rates and Agencies Indicating Who and What Gets Taxed Applying Tax to Each Sale Determining What You Owe Paying Your Tax Agencies
Lesson 7: Preparing Payroll with QuickBooks Using Payroll Tracking Setting Up for Payroll Setting Up Employee Payroll Information Writing a Payroll Check Printing Paycheck Stubs Tracking Your Tax Liabilities Paying Payroll Taxes
| ||||
